David Morales – Divorce Real Estate Specialist | CDS®, RCS-D™
/in Group Affiliate Member/byWe are Specialists in Real Estate Strategies related to Divorce and are dedicated to
solving real estate challenges during this difficult time.
Working as part of your Collaborative Divorce Team, we help you to define your options and to help you make the most informed decisions regarding your real estate properties and their ownership going forward. We recommend beginning the strategy analysis as early as possible to avoid any mistakes and complications that may affect the final outcome. Once a Divorce is finalized, property division is usually permanent.
David has completed the most comprehensive education on the subject of Divorce Real Estate from the most respected trainers in the industry, and has received the most trusted Certifications and Designations:
- Certified Divorce Specialist – CDS®, accredited, by the NADP – National Association of Divorce Professionals, in handling real estate transactions related to divorce
- Achieved the designation of Real Estate Collaboration Specialist in Divorce – RCS-D™ from the Collaborative Continuing Education Council
- Attended the Ilumni Institute – Divorce Niche Bootcamp, the leading workshop for Divorce Real Estate
Bilingual in English/Spanish and culturally sensitive.
Serving Southeast Florida – Palm Beach, Broward, Miami-Dade, and Monroe Counties.
Thabatta S. Mizrahi
/in Director Group Affiliate Member/byThabatta S. Mizrahi is an educator having over two decades of expertise in neurodiversity, special needs, child advocacy, learning development and curriculum design.
She graduated from the University of Miami Cum Laude with dual specializations in Exceptional Education and Psychology. She graduated Summa Cum Laude from New York University with a master’s degree in Special Education- Varying Exceptionalities. A state and nationally certified educator in exceptional education, she also holds an educational certificate from Israel’s Ministry of Education.
Thabatta has applied her skills in the United States and abroad providing consulting services in Israel and Brazil, where she created community, home, and educational programs from the ground up for organizations, families, and schools internationally through her own educational consulting company, ThabattaSM Consulting.
In South Florida, and in Brazil, Thabatta’s leadership positions focused on varying components of social, emotional and educational aspects of child and adolescent development, with a particular focus on family support, professional development, curriculum enhancement and development of special services in schools, community centers, and clients’ homes.
Her community service includes serving on the advisory committee The Social Cog from its inception, promoting social inclusion opportunities for adults with special needs. She was among the final 15 applicants selected from the United States and Canada to participate in a two-year Educational Leadership Program through the William Davidson Graduate School of Jewish Education.
Her studies and experience in these roles have nourished her knowledge and interest in child and adolescent development and neurodiversity. It has also fueled her unwavering pursuit to advocate and educate in the area of special needs. Thabatta has presented at conferences and led workshops on various topics related to special needs/education/services and professional development internationally and is trusted and recognized by colleagues and clients for her passion, dedication and innovative perspective, particularly when it comes to children with special needs and their families.
Most recently, having completed training in Collaborative Divorce, Thabatta has presented with colleagues for Florida Academy of Collaborative Professionals (FACP), International Academy of Collaborative Professionals (IACP), and Collaborative Divorce Solutions of Orange County (CDSOC) on the crucial role of collaborative in divorce involving families with children with special needs. She hopes to support collaborative teams with her expertise in special needs, in her role as Special Education Consultant and Collaborative Specialist for Children with Special Needs.
Esha K. Desaiy
/in Director Group Affiliate Member/byEsha has a proven track record of selling her client’s properties at or above desired sale price. Her marketing savvy based on ‘target buyer profile’ leveraging online and offline strategies has helped her achieve her client’s goals. She is also a strong negotiator focused on win-win solutions and will not compromise her client’s goals just to close a transaction.
For Buyers, Esha is your guide to the ‘right property for you’ in the greater Miami area. Whether you are new to the greater Miami/Miami Beach area or are you are familiar with the various neighborhoods in this area, Esha can highlight the best properties/areas that fit your lifestyle and desires.
Esha is extremely familiar with the waterfront condominium bldgs in Miami (including Brickell, Downtown, Edgewater & Coconut Grove) and Miami Beach (including South of Fifth, Mid/North Beach, Surfside, Bal Harbour and Sunny Isles Beach). With her knowledge of the properties and the condo rules/requirements , Esha can quickly identify the top 3-5 condo bldgs that will be the best for you. That is efficient condo search saving you time and confusion!
Esha is not your “typical” realtor – at least that’s what her clients tell her! She brings the knowledge, expertise and resources you need to make the right decision for you and your family. Her clients turn into her friends and that is her guiding principle. She is your guide, your advisor, your concierge…your committed partner to buy, sell, invest or rent a luxury home in the greater Miami area.
Don Moll
/in Group Affiliate Member/byWhether you’re buying or refinancing a home, you deserve a loan specialist who does more than get you a great rate – you need someone you can depend on for knowledgeable and reliable financial advice.
I fully understand the considerations you will have when exploring your mortgage options. With 20+ years of experience in the financial services industry including serving as a financial advisor for 2 of the top 10 largest banks in the U.S., you can rest assured my top priority is to find the ideal loan product best suited for your financial needs.
You can always reach me with questions by phone, email or text as my ultimate goal is to guide you through the process with top-notch customer service, the least amount of stress possible, and a great overall experience.
Philip Herzberg
/in Director Group Affiliate Member/byFirm Value:
I help successful people with unique and complex needs find peace of mind in their financial lives. My goal is to empower clients in divorce with the resources and clarity to make well-informed financial decisions during challenging times. I provide a high level of personalized support and advice by closely collaborating with family law and other professionals.
Languages: English
Additional Office Location:
2255 Glades Road, Suite 226A
Boca Raton, FL 33431
Education and Degrees
- Northwestern University, B.S. in Speech with Departmental Honors
- Florida International University, Masters of Science in Finance (MSF), Graduate Certificate in Investments
Professional Licenses
- Certified Divorce Financial Analyst (CDFA®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Accredited Estate Planner® (AEP®)
- Certified Financial Planner® (CFP®)
Other Professional Organizations
- Estate Planning Council of Greater Miami, Past President
- Estate Planning Council of Boca Raton
- Certified Financial Planner (CFP®) Board Ambassador – South Florida
- Jewish Federation of Greater Miami, Certified Legacy Advisor Chair
- Jewish Federation of Broward County, Advisor Philanthropy Initiative Chair and Trustee, Jewish Community Foundation
- Jewish Federation of South Palm Beach County
- Financial Planning Association (FPA®) of Florida and Miami, Past President
Debra Tyler
/in Group Affiliate Member/byFirm Value:
Debra Tyler and Associates came about as a result of the 40 years of experience in the financial services industry and recognizing the need to assist clients with navigating the ever-changing landscape of banking and finance. We provide strategic direction to clients who have difficulty finding the time to devote to their banking and financing needs. We evaluate the current banking relationships, analyze the services being utilized, manage the implementation of new products or services for banking efficiencies. We also review loan structure and terms as well as facilitate the introduction to the most appropriate financing service provider for all lending needs. Additionally, we act as the liaison to accountants, attorneys, and other professional service providers as needed.
Debra’s experience in banking, finance, and investment management encompasses Commercial and Consumer Lending, Retail Branch Management, Investment Management, and Private Wealth Management. Most of her career, 32 years, was spent with SunTrust Bank in various capacities with her last position being the SVP & Managing Director of the Private Wealth Division in Miami.
For the past 6 years she represented Bank OZK as the President, South Florida Region, and most recently was the President of the Professional Practice Group (PPG) and was responsible for managing the growth and development of the PPG line of business. That responsibility focused on the development of PPG client relationships with professionals that include law firms, title companies, CPA’s, medical practitioners, architects, engineers, and all other business professionals. Services include depository, treasury management, commercial and consumer lending, and Trust and Wealth management.
Debra is a native of Miami, Florida and attended both Miami Dade College and the University of Miami. She is currently the agency Co-Chair of the board of directors for Big Brothers Big Sisters of Miami. She has also been recognized as the Rookie board member of the Year in 2018. She has been a Big Sister for the past 14 years. Debra is a past board member of the Coral Gables Chamber of Commerce and was a finalist in the AXA Business Women of the Year, Outstanding Corporate Leader, in 2019. She has also served as a past committee member for the Power of the Purse and Raise the Bar fundraising initiatives for the Women’s Fund of Miami Dade. She was also the Treasurer of the United WAG organization from 2005 to 2015 which is an animal advocacy group in Coconut Grove Florida.
She currently maintains her securities licenses series 7, 63, 65, and 24 registrations, as well as formally holding the Florida Life and Variable Annuity license. She is also a graduate of the Florida Banker’s Trust School.
She embraces cultural diversity, enjoys the arts and sports, scuba diving, and supports any mentorship, animal advocacy and rescue organizations.
Languages: English
Education and Degrees
- Association in Arts, Miami-Dade College
- Bachelors of Continuing Studies Program, University of Miami
- Graduate of the Florida Bankers Association Trust School
Professional Licenses
- FINRA Securities licenses 24, 7, 63, 65
Other Professional Organizations
- Co-Chair of the Board of Diectors for Big Brother and Big Sisters of Miami
- Trustee Member of the Coral Gables Chamber of Commerce
Laura Steckler
/in Group Affiliate Member/byFirm Value:
Growing up in a single-parent working class home in Brooklyn New York, I saw how a lack of planning and guidance can negatively affect a family due to divorce. These early experiences and lessons transformed into a deep professional passion to help individuals, couples, and families transitioning into and through divorce. One of my goals is to provide an atypically high level of personalized service, expertise, and support for people during this challenging emotional and financial process. My dedicated team and I focus on analyzing the pre-divorce financial picture and projecting the long term effects of various settlement scenarios on the post-divorce lifestyle. I provide valuable information and develop and implement actionable strategies on financial issues that are related to the divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections, pre and post retirement budgeting, income planning, and future risk management needs. In essence, I take a comprehensive approach to financial planning both pre and post-divorce in order to help clients achieve their goals and have a solid sense of well-being and independence.
I joined Raymond James in 2006 and currently hold the CERTIFIED FINANCIAL PLANNER™ designation, CERTIFIED DIVORCE FINANCIAL ANALYST, CERTIFIED ESTATE PLANNER™ and CERTIFICATION IN LONG TERM CARE (CLTC®) designations. Through my role as the Managing Director and Senior Vice President of Investments at Steckler Wealth Management Group at Raymond James and Associates, I am directly responsible for developing, implementing, and managing all aspects of clients comprehensive financial planning. I am heavily involved in all investment, insurance, retirement, tax, and estate planning.
I am very active in my community and am passionate about working with indigent seniors, women’s organizations, and financial literacy for kids. I also enjoy being a mentor to individuals both in and out of the financial services industry. I am married and have two children, Gavin and Addison. In my free time, I enjoy spending time with my family, playing tennis, traveling, training for marathons, and dancing.
Languages:
English and Spanish (conversational)
Education and Degrees:
- B.A. – Brooklyn College
- MSW New York University
Professional Licenses:
- CFP®, CDFA®, CEP®, CLTC®, LCSW, FINRA Series 7, FINRA Series 66, Life, Health, Variable Annuity